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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thanks for this great service. In your answer to Jeff on November 30 you indicate that "6 shares of CSU would probably be the best 'small' amount of shares, to get 11 Topicus shares" which I guess is true for a conversion of 1.8598 and no partial shares. Would it not be better to have 7 CSU and get an extra 2 Topicus? I calculate you would get the following: 6=11, 7=13, 14=26, 21=39 .etc. Sorry if I have missed something but I went away thinking of multiples of 6 but 7 may be better.
Read Answer Asked by Danny-boy on December 04, 2020
Q: Hello Peter,
I have to choose between PHO and XBC for starting a new position. Which one would you recommend for the TFSA?
Also what do you think about replacing OTEX with the 2nd choice from above?
Appreciate your opinion as always.
Regards
Read Answer Asked by Rajiv on December 04, 2020
Q: Which three companies in the growth portfolio are you most bullish on today? Looking to add to existing positions.
Thanks
Read Answer Asked by Curtis on December 04, 2020
Q: Where to get information on daily trading volume of a stock for a particular date? also it is available to have a real time volume trading for a particular time, example from 9.30 AM - 11.30 AM?

thanks
Albertus SA
Read Answer Asked by Santoso on December 04, 2020
Q: should i think about dumping any of these companys i am down in.. cdz qst zbx crbk psh...... thaks in advance for your great sevice. regards cliff
Read Answer Asked by cliff on December 04, 2020
Q: What can you comment about the impact on NFI of Lion Electric's latest news?
From my preliminary research, it appears Lion is not public and no details are available about it's financial position/results to date, although the move to New York via NGA Corp looks to position it as a ~$1.9 billion market cap (vs ~$1.2 billion for NFI).
It appears that Lion does not actually sell anything yet? (they're taking "pre-orders"), supposedly has capacity to build ~6,500 units per year (vs ~2,500 for NFI).
Any news or thoughts about their announced plans to build electric delivery vehicles for Amazon fit with Amazon's announced "plans" to purchase 100,000 electric delivery vehicles from Rivian/Ford?
Read Answer Asked by Lotar on December 04, 2020
Q: Hi,
If I wanted to do a comparison of LSPD to similar companies in the industry in which it operates, which ones would you consider?

Thanks,
Read Answer Asked by ilie on December 04, 2020
Q: Hi I am a holder of CVS. Within the past few weeks the price has risen sharply from mid-60.00 to 72.00 range on 2 occasions. First time was on vaccine news but dropped sharply a few days later on Amazon announcement of online drug sales. Within the past week it’s back today at 72.52. Are there underlying fundamentals to take it higher, and/or do you think their “full service” health service model will be involved with the vaccine rollout and administration and hence share price continue to move higher? Thanks
Read Answer Asked by Robert on December 04, 2020
Q: This question is about valuations and growth. How do you determine when a valuation is too high? To me it seems extremely hard to me.

I've owed KXS since $80 (thank you btw) and still have most of my position at the current price, but isn't the valuation like 150X earnings and 20x fwd sales or something?

Same with PLTR: my cost base is $22/share, and it seems like it has tremendous growth prospects... but a really high valuation (what is the fwd valuation btw?).

At what point would you sell (KXS and PLTR for example) just on valuation alone even with amazing growth?

Sorry if this is poorly worded... but I think you get the idea of what i am trying to say.
Read Answer Asked by Max on December 04, 2020
Q: Could you please rank your top 10 favourite growth small cap names (US, Canada, or elsewhere). Could you please also rank those same names in terms of lowest risk to highest. Thanks as always to the entire team for your unbelievable service.
Read Answer Asked by Brian on December 04, 2020
Q: I am really liking my initial impressions of Marten Transport (MRTN). It's relative lack of correlation to my current pipeline, bank and insurance company-centric portfolio plus its dividend (admittedly American...) make it attractive. What is your perception of MRTN? Do you see equivalent quality growth and dividend prospects among Canadian transport stocks?
Read Answer Asked by David on December 03, 2020